Securities Services - Client Service - Associate

Be the face of world-class client service at JPMorgan Chase, where your expertise and dedication help institutional investors achieve operational excellence and risk management.

As a Client Service Associate, you will support key client and third-party relationships for the Securities Services business—a division that delivers custody, fund services, and securities lending solutions to institutional investors. You will act as a primary escalation point for day-to-day issues, project work, and change management, ensuring a superior client experience and supporting business growth. Your role is client-focused, requiring responsiveness, relationship management, and a drive to improve service quality and operational efficiency.

Job responsibilities

• Support senior team members in building and maintaining strong client relationships to ensure ongoing satisfaction.
• Ensure timely inquiry responsiveness across all services and manage escalations both internally and externally.
• Fully utilize proprietary CRM tools to capture relationship feedback, generate call reports, and track actions to closure.
• Manage governance processes for all products, including measurement and monitoring of service levels using KPIs and RAG ratings.
• Participate in and prepare for periodic client relationship reviews.
• Identify opportunities to improve efficiency and reduce risk by enhancing the operating model and influencing client behaviors.
• Ensure accurate and timely fee billing for all products.
• Coordinate client training on proprietary JPM technology.
• Coordinate service delivery to clients and collaborate with internal stakeholders.
• Ensure compliance with all company policies and procedures for both yourself and your clients.

Required qualifications, capabilities, and skills

• Bachelor’s degree.
• Three to five years of experience at a financial services organization focused on institutional clients.
• Knowledge of Global Custody and Hedge/Private Fund Services, including Fund Accounting & Administration.
• Ability to learn and discuss Securities Services products and offerings.
• Strong presentation skills and comfort communicating detailed information to stakeholders in calls and meetings.
• Project management skills, including experience managing project plans.
• Effective problem-solving, oral, and written communication skills.
• Ability to adapt to change, work well under pressure, and stay organized.
• Strong work ethic and desire to work collaboratively within a team.
• Energetic self-starter with the ability to proactively navigate the firm and partner with different teams and individuals.

Preferred qualifications, capabilities, and skills

• Experience working with Asset Owner and/or Asset Manager clients.
• Experience in a Securities Services operational or product environment.